Revo Financial offers personalized financial planning, portfolio consulting, and investment management services. They provide both discretionary and non-discretionary portfolio management, and may recommend third-party investment advisors. Revo's services are tailored to meet individual client circumstances and investment objectives, with ongoing review consultations to discuss financial situations and changing needs.
Fee Structure
Revo Financial's fee for portfolio management services is based on a percentage of your investment assets. The advisory fee and any third-party investment advisor's fee combined will not exceed 1.71% annually. Fees are charged monthly, based on the average daily balance of your portfolio. The advisory fee is negotiable depending on individual client circumstances.